Subcategories

• How Do I Amend, Cancel or Delete Transactions?

  Introduction The easiest and quickest way to Edit Transactions is to invoke the Transaction Browser and locate the Transaction you...

  July 31st, 2017 9276 views 2 likes
• Recommended Browser Settings for system use

  1.     Using Internet Explorer - IE 11: We recommend, if you use Internet Explorer 11 to access the...

  September 27th, 2017 3468 views 3 likes
• Two-Factor Authentication

  Introduction The security of your financial data is essential to us. One of the easiest and most effective ways you...

  April 7th, 2020 2703 views 0 likes
• Bank Feeds

  Introduction AccountsIQ Bank Feeds allow you to automatically import bank statement lines from your bank or financial institution to AccountsIQ,...

  August 31st, 2021 1021 views 0 likes
• Using an OData Connection

  To find out how to set up an OData Connection and to understand how to access the OData credentials from...

  December 21st, 2021 556 views 0 likes
• Creating an OData Connection

  Before being able to create OData connections, your Administrator will first need to enable the connection by following this guide. ...

  December 23rd, 2021 428 views 1 likes
• Set up Microsoft Edge in Internet Explorer mode (Windows 10)

  Open Microsoft Edge Settings 2. Go to Default browser Make sure the following are adjusted correctly:- Let Internet Explorer open...

  March 30th, 2022 525 views 0 likes
• Set up Microsoft Edge in Internet Explorer mode (Windows 11)

  1. Open Microsoft Edge Settings   2. Go to Default browser Let Internet Explorer open sites in Microsoft Edge –...

  April 5th, 2022 351 views 0 likes